Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolette? Claim Your ProfileNicolette Marotta is an investment professional with over a decade of experience in the industry. Nicolette is currently registered with Goldman Sachs & Co. LLC, working out of the New York, NY office. Previously, Nicolette was associated with Houlihan Lokey Capital, Inc. Nicolette is licensed in the State of New York and holds FINRA Series 63, SIE, and Series 79 registrations. Nicolette has a broad range of knowledge across the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
10/25/2019 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
05/23/2018 - 09/20/2019
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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